Estate Planning addresses many concerns, not just taxes. It can protect beneficiaries from their own creditors, provide divorce and remarriage protection, and protect the benefits of children with special needs. Learn more about how Estate Planning can help protect your beneficiaries by providing privacy and other benefits. Estate Planning is About More Than Taxes … [Read more...]
Retirement is Complicated
Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article includes many links to helpful lists. Retirement is Complicated … [Read more...]
Tax Reform and the Estate Tax
There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and the uncertainties in it. Read on to learn more. … [Read more...]
How Tax Reform Could Impact Various Families
Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective. Read on to learn more. … [Read more...]
GRAT Can Be Good Gamble
There are various different acronyms that are used in estate planning, and they oftentimes shorten rather wordy names for certain types of trusts. We like to highlight one of these from time to time, and in this post we will look at the GRAT or grantor retained annuity trust. When you have assets that exceed the amount of the estate tax exclusion, which is $5.25 million in 2013, you are going to look for ways to transfer assets to your loved ones in a tax efficient manner. The utilization of … [Read more...]
